Director of Financial Planning and Analysis

Boulder Jewish Community Center • Boulder, CO

4d • $118,851 - $128,555 • Onsite

About The Position

The Director of Financial Planning & Analysis (FP&A) leads and strengthens the organization's financial strategy, reporting infrastructure, and operational efficiency. This position reports to the Executive Director and serves as a key strategic partner to senior leadership and departments in the Boulder JCC. The FP&A translates financial data into actionable insight, leads the annual budgeting and forecasting process, and drives cross-departmental initiatives to optimize operations. This role works in close collaboration with the Finance team to ensure the organization's financial health and long-term sustainability.

Requirements

• Bachelor's degree in Accounting, Finance, or related field; MBA preferred
• 5+ years of progressive finance and accounting experience
• Expertise in financial reporting, budgeting, forecasting, and financial modeling
• Strong understanding of GAAP; non-profit accounting, multi-entity experience highly preferred
• Demonstrated ability to present financial information clearly to executive and non-financial audiences
• Advanced proficiency in Excel and financial systems (Sage Intacct, QuickBooks, or similar ERP)
• Proven track record of cross-functional collaboration and operational partnership

Nice To Haves

• Experience as a Controller or in a comparable full-cycle accounting leadership role, especially in non-profit organizations
• Experience building FP&A functions, financial reporting infrastructure, or operational processes
• Familiarity with grant reporting, restricted fund accounting, and non-profit revenue recognition
• Experience with data visualization tools or financial dashboards
• Certified Public Accountant (CPA)

Responsibilities

• Develop and maintain comprehensive financial reports and dashboards for the Executive Director, the Senior Leadership Team (departments), Finance Committee, and Board of Directors
• Prepare monthly, quarterly, and annual financial reporting packages including budget-to-actual variance analysis, trend analysis, and key performance indicators (KPIs)
• Prepare reports for grants and documents for grant requests
• Translate complex financial data into clear narratives and recommendations for non-financial stakeholders
• Ensure financial reports are accurate, timely, and aligned with GAAP and organizational standards
• Lead the annual organization-wide budget development process in partnership with Finance, department heads, and senior leadership
• Build and maintain rolling financial forecasts that reflect current organizational conditions and strategic priorities
• Develop multi-year financial models and pro forma projections to support long-term planning and capital decisions
• Monitor performance against budget throughout the year and proactively identify risks and opportunities
• Partner with each department to conduct operational reviews to gain a deep understanding of their current operational limitations and requirements, identify efficiency improvements, and develop actionable strategies to optimize resources and reduce costs
• Develop financial models and reports to evaluate and track the performance and ROI of programs, initiatives, and investments
• Serve as a financial business partner to department leaders, helping them understand their financial performance, market rates, and make data-driven decisions
• Evaluate business systems including Sage Intacct and other systems including such other payroll, salesforce, database integrations, and other software solutions to support automation of manual processes, drive time savings, and cost efficiencies across the Finance team and other departments
• Research and analyze revenue streams, including incorporating market pricing, analyzing rate structures, and competitive analysis to inform pricing strategy and positioning
• Serve as an advisor to the Executive Director on the performance of the organizational financial health, risk, and strategic direction
• Collaborate with the Senior Director of Finance and Controller on close processes, audit preparation, and compliance as needed
• Prepare and present financial analyses and strategic recommendations to the Board of Directors and Finance Committee as directed by Executive Director
• Support special projects and organizational initiatives as directed by the Executive Director

Benefits

• health insurance (medical, dental, and vision)
• access to a health savings account (HSA) with generous employer contributions
• a 403(b) retirement savings plan with immediate vesting and an employer match up to 4%
• voluntary disability, life, and accident insurance
• substantial staff discounts
• plentiful time off (vacation, sick, and holidays including a full week during Thanksgiving)

What This Job Offers

• Job Type: Full-time
• Career Level: Director